Salesforce

Salesforce Stock: AI-Fueled Growth Is Real — But Can Margins Stay This Strong?

yiannisz

Not Invested

Community Contributor

Published

04 Nov 25

Updated

17 Dec 25

Views

517

17 Dec

US$180.10

yiannisz's Fair Value

US$268.76

33.0% undervalued

-36.2%

8.6%

-36.2%

8.6%

You can edit this narrative until Dec 18 9:45 AM. Then, changes will post as Updates.

Author's Valuation

US$268.7633.0% undervalued

yiannisz's Fair Value

Shared on 17 Dec 25

Salesforce Stock: When CRM Becomes the Brain of the Enterprise

Salesforce shifts from simply storing customer data to running the work itself, using AI assistants to handle everyday sales and support tasks with less human effort. The big question is whether customers will pay more for these new capabilities while Salesforce manages the added costs and rising pressure from broad tech platforms trying to own the same workflows.

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Valuator

Company Info

Notes

yiannisz'sFair Value

US$268.76

33.0% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

Decrease

Increase

Forecast revenue growth rate

8.93%

Historical revenue growth rate

12.14%

Software revenue growth rate

1.52%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

8.79%

Calculation

US$10.06b

Earnings '30

37.34x

PE Ratio '30

US$375.68b

Market Cap '30

US$375.68b

Market Cap '30

927.39m

No. shares '30

US$405.09

Share Price '30

US$405.09 Share Price '30

Discounted to 2025 @ 8.55% p.a.

US$268.76

Fair Value '25